Software installed and working. If you have questions regarding the installation of your software, please contact the Patterson Technology Center support team at 800-475-5036.
Review documentation from the Patterson Technology Center. All appointments are rescheduled for the dates of training.
Answering service or machine is set up to take all calls during the training session.
EagleSoft Training
- Practice Management Pre Training ChecklistPrior To The Training
Received confirmation letter with complete installation details. Hardware and network are set up and running properly.
Time – Gold Silver Bronze Express
in Hours Package Package Package Package
Introductions
• Review of Training Agenda for entire training proces • Review of Getting Started Workbook
• Software Support o Support Team o Dr. SmileGood Introductions
• Review of Educator and Office Staff’s Goals for training General Set Up
• Install Conversion • Verification of A/R General Set Up
• Enter Practice Information • Enter Preferences
• Providers/Staff • Enter Dentist • Enter Hygienists • Enter other Staff • Set up Security Levels Practice Management Set Up • Payment Types
• Adjustment Types • Messages • Alerts
• Prescription Templates • Lab Case Templates • Customizable Prompts • Service Types Clinical Set Up • Custom Colors • Quick Pix
o Edit Display Abr. o Edit Draw Types
1.00 9 9 9 9 9 1.00 9 9 9 9 9 1.00 9 0.25 9 0.50 9 9 0.25 9 9 9
Training Features
9 9 9Time – Gold Silver Bronze Express
in Hours Package Package Package Package
Training Features
Enter New Patients • Relationships of Persons • Setting up Patient Insurance • Setting up Policy Holders • Setting up Responsible Party • Setting up Scheduling Appointments Hardware Review
• Server/Workstation Relationship if Multi-User • General Maintenance
Software Review
• Overview of Desktop and Major features • Front Office: Logging On/Off, Security Options Walkout Processing
• Patients with/without Insurance • Show estimation
• Discounts • Distribution
Insurance Processing
• Batch Printing Claims and Pre-Authorizations • Viewing and Reprinting Claims
• Submit/In Process
• Closing Claims and Pre-Authorizations
• Electronic Claims and Electronic Pre-Authorizations Receiving Payments
• Account Balances • Insurance Payment • Payment Plan Payment
End of Day Processing and Reports • Overview
• Printing Daily Reports through Reports Menu Backup Process
• What to backup
• What to do with the backup Treatment Planning • Creating Treatment Plans
• Printing Estimates and Pre-Authorization Forms • Utilizing Treatment Plans through a Walkout
InContact 0.25 9 9 9 9
Task Manager 0.25 9 9
Recall Processing 0.50 9 9
InTouch 0.50 9 9
Reports and Graphs • Using the Report Filter • Printing Graphs
Enter Back Data 1.00 9 9
9 9 9 0.75 9 0.25 9 9 9 9 0.75 9 9 9 0.25 9 9 9 9 0.25 9 0.50 9 9 9 9 9 9 9 9 1.00 9 9 9 1.00 9 9 9 9 0.25 9 0.25 9 9 9 9
Account Screen
• Viewing Patients on the Account
• Accessing the Walkout Statement from the Account Screen • Recording Payments in the Account Screen
• Returned Check and Writing Off an Account • Account Notes
• Adjustments
• Modifying or Deleting Past Transactions • Right Mouse Button
• Distribution
Statement Wizard 0.50 9 9 9 9
End of Month Processing • Aging Accounts
• Processing the End of Month-Section • Resetting Insurance Benefits
• Processing End of Year
Overview of Practice Management Tools • Overview
• Snapshot
• Revenue Opportunities • Money Finder
Overview of Utilities Menu • System Inquiry
• Transferring Patients • Purge Options • Database Validation • Database Navigator • Remove All Users
• Recover OnSchedule Audit Trails • User Summary
• Activity Log
• Assign Envoy Payor IDs Overview of Other Areas • Patient Summary • Route Sheets • Payment Plans • On-Line Center • Prescription Writer • Lab Tracking • Medical History • Auto Dialer • EagleSoft EveryWare • Instant Messenger OnSchedule
• Utilizing Templates and Appointment Types
0.75 9 9 9 9 2.00 9 9 0.25 9 9 9 0.75 9 9 9 9 0.75 9 9 9
Time – Gold Silver Bronze Express
in Hours Package Package Package Package
Training Features
Consecutive Live Training Day • Review of any Outstanding Features • Question and Answer Period • Final Data Entry from Conversion
• Trainer Oversight of use of Software with Patients in Chair Follow Up Training Day
• Trainer Returns to Office 30 Days after Initial Training • Question and Answer Period
• Review of any Outstanding Concerns • Tips on Using Software to Full Potential • In Depth Review of Features Important to Office
Total Training Time (in Days)
5
4
3
2
Total Training Time (in Hours)
35.00
28.00
21.00
14.00
9 9 9
7.00 9